The Five Must-Have People on Your CRM Task Force


For most private equity firms and investment banks, the past two decades have been a period of overall growth and strong performance. A confluence of factors including higher deal multiples and an increasingly fragmented market have made it more difficult for these market participants to boast the same numbers. In response, countless capital markets firms … Continued

DealCloud Differentiator: Outlook Add In


One of the most widely used feature of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our add-in for Microsoft Outlook.   Many firms are also leveraging DealCloud’s Outlook add-in to help manage their pipelines. In working with over 450 clients we’ve developed … Continued

DealCloud Differentiator: Workflow Management


Most firms have a standard process for managing a live transaction. On the buyside you might need to review a Teaser and CIM, then as a deal progresses prepare a presentation for the Investment Committee, sign a Letter of Intent, etc. On the sell side, you likely need to win a mandate, evaluate buyers, and … Continued